> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/email-and-communication/email-settings/how-to-create-an-email-template.md).

# Create an Email Template

Email templates in PaintScout are reusable messages for sending estimates, invoices, and work orders. They support personalization tags that auto-populate customer and company information.

➡️ **Skip to the 0:16 timestamp in the video below.**

{% embed url="<https://www.youtube.com/watch?v=S69zi404VSI>" %}

1\. Click the person icon in the top right of your page and go to your **Account Settings** > **Communications** > **Email Templates** section.

2\. Click on the **Estimate, Invoice,** or **Work Order** tiles to create your default email template. You can also create more email templates by clicking the +**New Template** button.

<figure><img src="/files/mbtCCaexE0GyGIL1Z6X0" alt="Screenshot showing the Email Templates section with Estimate, Invoice, and Work Order tiles and New Template button"><figcaption></figcaption></figure>

3\. Create your subject line. Click the **Tag** icon to add a personalization!

<figure><img src="/files/7yd0Vg6NaKdKn0iiGSuC" alt="Screenshot showing the subject line field with the Tag icon for adding personalization tags"><figcaption></figcaption></figure>

* **Tags** are dynamic placeholders that auto-populate information from the estimate, such as the customer's first name or your company name. When you send the estimate, PaintScout fills in the correct values automatically.

4\. Create the body of your email. A link to the estimate will automatically be included in the email when you go to send off the estimate.

<figure><img src="/files/WdDCzrxmbi2OO4ple7Yc" alt="Screenshot showing the email body editor where you compose the template message content"><figcaption></figcaption></figure>

5\. To use your created template select your template from the **Template** drop-down when sending an estimate!

<figure><img src="/files/OepgNFTso5xMLkWjhkxJ" alt="Screenshot showing the Template dropdown when sending an estimate to select a saved email template"><figcaption></figcaption></figure>

{% hint style="info" %}
When complete, ensure the **Enabled** checkbox is selected, and don't forget to save your changes!
{% endhint %}

## Related articles

* [Automatic Emails](/support/email-and-communication/email-settings/automatic-emails.md) — Customize emails sent automatically for estimate, payment, and event activity.
* [Auto Follow-Ups](/support/email-and-communication/email-settings/auto-follow-ups.md) — Set up automated follow-up messages by email or text.


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